Configure Task Counts

Task counts display the number of tasks of a specific status that are assigned to an activity. Use the Task Counts tab to configure which task counts are displayed in the activity details popover. Activity details provide additional information about the activities in your project, including associated WBS, start and finish dates, and activity percent complete. All task counts are enabled by default. Task counts are for public tasks only and do not include private tasks.

You can configure task counts on the following pages:

Note: View options may vary per page. The title of the Settings icon may be specific to the grid or detail window that the icon pertains to.

To configure task counts:

  1. Navigate to a page, and then select Settings.
  2. In the Manage Views or Settings panel, select the Task Counts tab.
  3. Select the task counts that you want to display:
    • Total Tasks: The total number of tasks assigned to the activity.
    • Unplanned tasks: Tasks without a due date.
    • Planned tasks, not completed: Tasks with a due date or committed date that are not complete.
    • Planned tasks, completed: Tasks with a due date or committed date that are marked as complete.
    • Planned tasks outside of activity dates: Tasks with a due date before the activity start date or after the activity finish date.
    • Tasks hidden by filters and security: Tasks that are not visible due to the planning period, enabled task filters or quick filters, or due to the current user's security settings. Tasks with assigned activities that occur within the planning period dates are visible.

      Note: The Unplanned tasks; Planned tasks, not completed; and Planned tasks, completed task counts contain the total number of tasks associated with the selected activity. The Planned tasks outside of activity dates and Tasks hidden by filters and security task counts contain tasks already counted in the other categories.

  4. Apply the view:

    In the Manage Views panel:

    1. Select Save. When selected, you are saving all changes to the current view.
    2. Select Save As. When selected, you can create a new Personal, Project, or Workspace view with a new name in the Save View as window.
    3. Select Apply. When selected, you are returned to the grid. The grid displays any changes you have made; however, those changes are not saved. To save changes select Save or Save As in the View list.
    4. Select Reset.
    5. Select Close.

    In the Settings panel:

    • Select Save.